How to edit procedure
How to edit procedure
Each screen shows multiple-horse tasks differently, so the way you edit them will depend on the screen you are using.
- Edit procedure task for a horse
- On each line, click on More > Edit, open Edit Procedure Task popup. You can update fields then click the Save button to apply.
- Edit procedure task for multiple horses
- These screens show tasks grouped by horse (For example: Schedule > Procedure, Calendar, My task, Staff > Procedure)
- Click on More > Edit, open Edit Procedure Task popup. You can update fields then click the Save button to apply. After applying, the procedure task will be updated for all horses in that task.
- These screens display tasks by single horse (For example: Dashboard, Horse profile > Vaccination, Lifetime view, Horse > task, Report > Tasks & Notes report)
- Click on More > Edit, display below warning popup
- Then click on All tasks to update task for all horses in the task. Or you click on button Just this task, separate this horse’s task from the original task. And then the system open Edit Procedure Task popup. You can update fields then click the Save button to apply.
- Edit recurring procedure task
- Click on More > Edit, display below warning popup
- Then click on All procedures to update all tasks for this horse. Or you click on the button Only this procedure, separate this horse’s task from the original task. And then the system opens the Edit Procedure Task popup. You can update fields then click the Save button to apply.
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